Tech Stock Troubles, Epstein Fallout, and SF Mayor Daniel Lurie
Kara Swisher and Scott Galloway host a live show in San Francisco featuring an interview with Mayor Daniel Lurie about housing affordability, crime, tech's role in the city's recovery, and autonomous vehicles. After the interview, they analyze the latest tech and AI stock selloff and systemic risks around market concentration, then discuss the new Jeffrey Epstein document release and how it exposes corruption in clemency and pardons as well as potential political fallout for Donald Trump. They close with segments on restrictive health-based visa rules, cannabis legalization obstacles, and audience questions on AI's labor impact and youth substance use.
I asked Cathie Wood the question no one else will
The host interviews investor Cathie Wood about her career trajectory from early service jobs through studying under Art Laffer and breaking into Capital Group, emphasizing how she used technology and hustle to add value. Wood explains ARK's research structure, open-research philosophy, and how her team uses volatility and rebalancing to manage high-conviction positions like Tesla. She addresses performance criticisms, lessons from the COVID boom and subsequent drawdown, discusses incentive structures in finance and venture capital, and lays out her views on AI, Tesla, robo‑taxis, humanoid robots, and the future economics of transportation.
TIP761: Tesla Stock Deep Dive w/ Clay Finck
Host Clay Finck delivers a solo deep dive on Tesla, examining its evolution from a misunderstood EV startup into a trillion‑dollar company and a potential AI, robotics, and energy powerhouse. He covers disruptive innovation, Elon Musk's leadership and controversial compensation plan, Tesla's automotive and energy businesses, emerging bets like Optimus and robo‑taxis, intensifying global competition (especially from BYD), and both the bullish optionality and key bear risks around execution, governance, and valuation.
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
Host Preston Pysh interviews investor and technologist Cern Basher about Elon Musk's ecosystem of companies, focusing on Tesla's pivot away from the Dojo training supercomputer toward custom inference chips, and how this underpins autonomous vehicles and humanoid robots. They explore the economics and deflationary impact of Tesla RoboTaxis and autonomous trucking, the massive potential of the Optimus robot to transform labor and corporate balance sheets, the role of Tesla Energy in enabling abundant power, and how these automation trends connect to Bitcoin as a long-term treasury asset in an AI-driven world.